Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Clients 245

Clients Planning Financial Advisor Financial Planning 245

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. A little planning now avoids big headaches later. But not this year. Not for you.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Abnormal Returns

JANUARY 10, 2024

ritholtz.com) Claer Barrett talks with Morgan Housel about his book "Same As Ever." ft.com) Jim O'Shaughnessy talks with Jared Dillian about his new book "No Worries: How To Live a Stress-free Financial Life." slate.com) Financial plans Your financial plan should start with your goals.

Investments 266

Investments Investing Financial Planning Retirement 266

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Clients 217

Clients Planning Financial Advisor Financial Planning 217

NAIFA Advisor Today

APRIL 10, 2025

Retirement Plans and Retirement Planning , a newly revised ebook by Kenn B. Tacchino , JD, LLM, Professor of Taxation and Financial Planning at Widener University , is a valuable resource for financial planning students and practitioners.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planning 52

eMoney Advisor

MARCH 1, 2023

As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. Sources: 1.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Nerd's Eye View

JANUARY 8, 2024

For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. The changing patterns in how financial advice is delivered can be compared to the similar trends seen in the evolution of medicine.

Financial Advice 245

Financial Advice Medicine Financial Planning Estate Planning 245

Nerd's Eye View

SEPTEMBER 26, 2023

What's unique about Bridget, though, is how, as a solo advisor, she found herself overwhelmed with the pressures of having to manage different aspects of her business while also providing great service to her clients as she quickly grew to $77M of AUM in 7 years, and has decided to not to "scale" her firm by hiring more advisors but instead leverage (..)

Financial Planning 246

Financial Planning Financial Advisor Clients Planning 246

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 246

Clients Financial Planning Financial Planner Communication 246

Abnormal Returns

JUNE 7, 2023

ritholtz.com) Jon Luskin talks with Mike Piper about his new book "More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need." humbledollar.com) Financial planning means always adjusting your plan. contessacapitaladvisors.com) What you need to know about solo 401(k) plans.

Math 245

Math Retirement Food Financial Planning 245

eMoney Advisor

NOVEMBER 7, 2022

As a financial professional, you want to help prepare clients for all the “switches” they may face. Creating Financial Organization and Simplification for Clients. Preparation is key in any life plan. Getting organized with a financial inventory will give your clients a sense of relief and satisfaction.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." msn.com) Why follow-up questions are crucial in financial planning. trillion in assets.

Wealth Management 260

Wealth Management Retirement Communication Investment Planning 260

Abnormal Returns

JUNE 19, 2023

standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. wealthmanagement.com) Preparing a free financial plan is no guarantee a prospective client will sign up. mattreiner.com) M&A Why private equity continues to flood into the RIA space.

Financial Advising 243

Financial Advising Financial Planning Media Retirement 243

Abnormal Returns

JULY 17, 2024

(marknewfield.substack.com) Does your financial plan really reflect who you are? nytimes.com) A review of Scott Galloway's new book "The Algebra of Wealth: A Simple Formula for Financial Security." forbes.com) Can you really invest too much in health?

Retirement 259

Retirement Financial Advisor Financial Planning Portfolio 259

Abnormal Returns

SEPTEMBER 21, 2022

morningstar.com) Cody and Justin talk with Vitaliy Katsenelson about his new book "Soul in the Game." washingtonpost.com) Personal finance A lot of financial planning questions are really life planning questions. thefishow.com) College Parent PLUS loans are a disaster. humbledollar.com) Happiness is feeling useful.

Retirement 246

Retirement Financial Planning Planning Banking 246

Ballast Advisors

MAY 8, 2023

Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In this blog, we’ll dive deep into some lessons they’ve learned and the role that financial planning plays in supporting their goals.

Financial Planning 98

Financial Planning Planning Financial Planner Retirement 98

eMoney Advisor

APRIL 25, 2023

Values conversations are part of a shift toward a more human-centered, holistic financial planning approach in the industry that can be seen in publications like The Psychology of Financial Planning by the CFP Board. 5 Values conversations can be especially beneficial for couples, and the planning process.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

MainStreet Financial Planning

JANUARY 10, 2025

A quote from one of my favorite books, The Little Prince by Antoine de Saint-Exupery says, A goal without a plan is just a wish. As we enter 2025, its the perfect moment to take stock of your financial journey and map out your path for the year ahead. Stay committed, stay focused, and enjoy the journey toward financial freedom!

Budgeting 86

Budgeting Planning Retirement Financial Planning 86

MainStreet Financial Planning

JULY 23, 2024

Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.” The basics of each type of insurance are covered, but the true nuggets are in the hidden risk sections throughout the book. I am more energized than ever about protecting assets after reading this book.

Insurance 98

Insurance Insurance Coverage Medical Financial Planning 98

Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. My guest on today's podcast is Christa Madison.

Financial Advisor 246

Financial Advisor Fee Only Insurance Financial Guidance 246

Nerd's Eye View

JULY 9, 2024

So, whether you're interested in learning about navigating an internal succession plan, handling the financial realities of taking on debt to purchase the firm, or creating a plan to grow the firm and its staff after taking over, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Alex Lewis.

Financial Advisor 245

Financial Advisor Clients CFP Planning 245

A Wealth of Common Sense

SEPTEMBER 19, 2022

Today’s Talk Your Book is presented by Fabric Risk: On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors.

Portfolio 100

Portfolio Portfolio Management Financial Planning Planning 100

A Wealth of Common Sense

JANUARY 22, 2024

Today’s Talk Your Book is recorded live at FARMCON: See here for more information on one of the largest ag-focused conferences in the country!

Financial Planning 102

Financial Planning Economy Planning Investments 102

MainStreet Financial Planning

JANUARY 25, 2023

The book is divided into 20 chapters which are written more like short stories. I found this short story concept refreshing because I could read a chapter and then quit for the evening or even a few days, then come back to the book and start a new chapter, learning a new concept without having to keep up as you would with a traditional book.

Financial Advice 98

Financial Advice Financial Planning Planning Investments 98

The Big Picture

AUGUST 26, 2022

As often happens in these circumstances, the ex-employee’s book gets divided up among the remaining brokers, whose jobs that weekend becomes retaining those accounts and their assets. He has high client retention and has generated respectable performance for those customers. This isn’t really a fair accusation.

Accounting 353

Accounting Government Assets Management 353

Integrity Financial Planning

NOVEMBER 24, 2022

Check out these 5 ground-breaking books that defined the pioneering generation you’re a part of. This book gave voice to a young generation asking crucial questions about the world their parents built for them. This book gave voice to a young generation asking crucial questions about the world their parents built for them.

Financial Planning 91

Financial Planning Retirement Planning Accounting 91

Nerd's Eye View

OCTOBER 1, 2024

In this episode, we talk in-depth about Gaetano's experience working in insurance sales starting soon after he graduated from college, including why the need to cold-call for business as a relative newcomer was both a challenge and a confidence-builder as he started to gain traction selling insurance products and some standalone financial plans, the (..)

Assets 233

Assets Financial Advisor Insurance Clients 233

Clever Girl Finance

SEPTEMBER 21, 2022

These best books about budgeting are linked via affiliate links that help us grow Clever Girl Finance! And while that may be true, the power of reading a good old-fashioned book shouldn’t be overlooked. Some of the best books about budgeting encompass much more information than you could squeeze into an article.

Budgeting 83

Budgeting Financial Planning Planning Financial Advice 83

The Irrelevant Investor

SEPTEMBER 19, 2022

Today’s Talk Your Book is presented by Fabric Risk: On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors. The post Talk Your Book: Portfolio Premortem appeared first on The Irrelevant Investor.

Portfolio 82

Portfolio Portfolio Management Financial Planning Planning 82

Nerd's Eye View

SEPTEMBER 8, 2022

However, the advice given to clients is not always the only useful offering provided, as the process through which financial advisors deliver their advice can also be an important part of their value proposition. developing a valuable offering for consumers.

Financial Planner 189

Financial Planner Financial Advice Financial Advisor Financial Planning 189

Carson Wealth

OCTOBER 31, 2024

If you’re familiar with either of the two movies or have read the 1964 book, you’ll recall the scene. Without a long-term care plan in place, you rely on luck or charity. Long-term care planning is one of those topics people want to avoid because it requires them to imagine a time and situation that they would rather not think about.

Planning 142

Planning Insurance Retirement Medical 142

WiserAdvisor

JULY 1, 2022

That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. Long working hours, lack of financial security, irregular income, managing investors, liquidity issues, insufficient equity, and more, while juggling personal finances, can be a daunting task.

Financial Planning 52

Financial Planning Planning Financial Planner Retirement 52

Nerd's Eye View

JULY 25, 2024

About a decade or so ago, one of the most pressing issues facing the financial advice industry was the threat of an imminent deluge of advisor retirements coupled with a paucity of succession plans to transition clients to the next generation.

Communication 172

Communication Clients Financial Planning Planning 172

Abnormal Returns

DECEMBER 11, 2023

wiredplanning.com) Thomas Kopelman talks planning for liquidity events with Mark Cecchini. citywire.com) Behavior Why people don't like visiting their financial planner. contessacapitaladvisors.com) The financial planning profession has recognized the importance of behavioral factors. The Future of Family Wealth Advising."

Financial Planner 146

Financial Planner Financial Advising Financial Planning Budgeting 146

Clever Girl Finance

OCTOBER 16, 2023

With all the resources online, it can be easy to overlook financial literacy books. However, books allow you time to reflect as you read. Because they’re long-form, books are a great way to dive into topics you care about. That said, you can use some of the best finance books to achieve financial wellness.

Budgeting 98

Budgeting Management Investments Investing 98

Indigo Marketing Agency

JULY 1, 2024

To stand out in the competitive world of financial planning, you need more than just excellent financial services or agency support. To attract and retain clients, mastering the art of financial planning marketing is crucial. Highlight how your distinct qualities benefit your clients.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

Steve Sanduski

APRIL 8, 2025

In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. It’s a title that speaks to his firm’s intentional, comprehensive planning process. Keen Wealth’s checklist-driven financial planning process. Do you have an estate plan?

Engineering 52

Engineering Communication Financial Planning Clients 52